Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm

Our guest today, Hannah Moore, bought and now runs a firm after she worked out a succession plan -- but that was only the start of her path as an RIA owner.

Hannah Moore is a Certified Financial Planner and the owner of Guiding Wealth Management. She purchased the firm from a retiring financial planner while in her early 20s. After the sale, she took extra steps to revamp and rebrand the business.

On this episode, we talk in detail about how she revamped her firm and transitioned to a RIA from the broker-dealer relationship and how she was able to drastically reduce her client roster from 300 to 18 without impacting her revenue.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/61